Unclaimed Profile

Matthew D'attilio

PEGASUS PARTNERS LTD.·MEQUON, Wisconsin

Clean recordPEGASUS PARTNERS LTD.

1333 W. TOWNE SQUARE ROAD, MEQUON, WI 53092CRD# 2414950Firm CRD# 175206

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew D'attilio · MEQUON, WI

Registration

CRD #2414950 · PEGASUS PARTNERS LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew D'attilio is a registered financial advisor based in MEQUON, Wisconsin, affiliated with PEGASUS PARTNERS LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PEGASUS PARTNERS LTD.

PEGASUS PARTNERS

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEGASUS PARTNERS LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2414950

Firm CRD# 175206

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew D'attilio offer?

Matthew D'attilio specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.

What are Matthew D'attilio's credentials?

Matthew D'attilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew D'attilio located?

Matthew D'attilio is based in MEQUON, Wisconsin, working with PEGASUS PARTNERS LTD.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does Matthew D'attilio charge for services?

Matthew D'attilio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEGASUS PARTNERS LTD.?

PEGASUS PARTNERS LTD. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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